DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,141,548 | -23.1% | 50,671 | -6.8% | 0.97% | -11.3% |
| Q2 2023 | $1,485,187 | -18.9% | 54,363 | +24.8% | 1.09% | -27.9% |
| Q1 2023 | $1,831,047 | -39.2% | 43,549 | -63.8% | 1.52% | -40.8% |
| Q4 2022 | $3,009,148 | +19.4% | 120,175 | +2.9% | 2.56% | +12.9% |
| Q3 2022 | $2,520,000 | -0.5% | 116,741 | +11.2% | 2.27% | +3.4% |
| Q2 2022 | $2,532,000 | -11.6% | 104,938 | +3.2% | 2.20% | +4.2% |
| Q1 2022 | $2,865,000 | +16.6% | 101,638 | +22.2% | 2.11% | +10.0% |
| Q4 2021 | $2,457,000 | – | 83,206 | – | 1.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAM Investment Partners, LLC | 1,252,380 | $35,868,159 | 12.51% |
| Valued Wealth Advisors LLC | 490,778 | $12,814,218 | 11.84% |
| Stonehearth Capital Management, LLC | 551,987 | $15,808,903 | 7.77% |
| RVW Wealth, LLC | 1,566,301 | $44,858,850 | 4.93% |
| CATALYST PRIVATE WEALTH, LLC | 90,256 | $2,584,932 | 1.21% |
| Versant Capital Management, Inc | 84,083 | $2,408,135 | 0.72% |
| Pure Financial Advisors, LLC | 670,993 | $19,217,245 | 0.66% |
| Bromfield Sneider Wealth Advisors | 18,278 | $523,469 | 0.35% |
| Apella Capital, LLC | 222,604 | $6,281,892 | 0.35% |
| CGN Advisors LLC | 67,605 | $1,936,207 | 0.27% |